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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

American Trust

Quarter ended Q3 2024 · Filed November 29, 2024 · Accession 0001905128-24-000008

Total Value
$1.21B
Positions
256
Other Managers
6
Confidential Omitted
No
View on SEC.gov

Holdings (256)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD S&P 500922908363353,208$186.4M15.38%
2ISHARES CORE DIVIDEND GROWTH46434V6211,431,025$89.7M7.40%
3VANGUARD INTERMED TERM BOND ETF921937819997,915$78.2M6.45%
4SCHWAB US LARGE CAP808524201935,327$63.5M5.24%
5ISHARES CORE S&P MID-CAP ETF4642875071,007,460$62.8M5.18%
6VANGUARD MID CAP INDEX ETF922908629234,768$61.9M5.11%
7VANGUARD SMALL CAP ETF922908751254,801$60.4M4.99%
8JPMorgan Active Growth ETF46654Q609689,345$53.0M4.37%
9VANGUARD FTSE DEVELOPED MARKETS921943858731,005$38.6M3.19%
10Vanguard Mega Cap Growth ETF92191081693,893$30.2M2.49%
11JPMORGAN NASDAQ EQUITY PREMIUM46654Q203475,770$26.1M2.16%
12JP MORGAN ULTRA SHORT INCOME ET46641Q837484,892$24.6M2.03%
13VANGUARD FTSE EMERGING MARKETS922042858404,150$19.3M1.60%
14APPLE INCAAPL77,292$18.0M1.49%
15MICROSOFTMSFT41,620$17.9M1.48%
16VANGUARD INTL DIV APPREC ETF921946810150,716$13.3M1.10%
17SCHWAB FUNDAMENTAL US LARGE COM808524771142,056$10.2M0.84%
18ISHARES BROAD USD HIGH YLD CORP46435U853246,199$9.3M0.76%
19SCHWAB FUNDAMENTAL INTERNATIONA808524755238,439$8.9M0.74%
20VANGUARD INTERMEDIATE-TERM CORP92206C870104,848$8.8M0.72%
21UNITEDHEALTH GROUPUNH14,097$8.2M0.68%
22JP MORGAN CHASEVYLD36,628$7.7M0.64%
23NVIDIA CORPNVDA58,268$7.1M0.58%
24ACCENTURE PLCACN19,653$6.9M0.57%
25COSTCO WHOLESALE CORP22160K1057,808$6.9M0.57%
26TJX COMPANIES87254010957,713$6.8M0.56%
27AMAZON.COM INCAMZN34,722$6.5M0.53%
28CINTAS CORP.CTAS31,277$6.4M0.53%
29TAIWAN SEMICONDUCTOR MFG CO LTD87403910036,533$6.3M0.52%
30VISA INCV22,149$6.1M0.50%
31SPDR Gold MiniSharesGLDW6,253$5.6M0.46%
32VANGUARD SHORT TERM GOVERNMENT92206C10293,499$5.5M0.46%
33MASTERCARD INCORPORATEDMA11,157$5.5M0.45%
34HONEYWELL INTERNATIONAL INC43851610626,407$5.5M0.45%
35KLA CORP.KLAC6,884$5.3M0.44%
36VANGUARD SHORT-TERM CORP BD IDX92206C40965,737$5.2M0.43%
37SPDR S&P DIVIDEND ETF78464A76336,059$5.1M0.42%
38JOHNSON & JOHNSONJNJ30,750$5.0M0.41%
39PEPSI COPEP29,191$5.0M0.41%
40MARSH & MCLENNAN COMPANIES, INC57174810222,186$4.9M0.41%
41TEXAS INSTRUMENTS88250810423,829$4.9M0.41%
42HOME DEPOT INC.HD11,672$4.7M0.39%
43STRYKER CORPSYK12,503$4.5M0.37%
44PROCTER & GAMBLE74271810925,926$4.5M0.37%
45DEERE CODE9,888$4.1M0.34%
46NIKE, INCNKE45,943$4.1M0.34%
47ALPHABET, INC. CLASS AGOOG24,429$4.1M0.33%
48META PLATFORMS INC. CL AMETA6,930$4.0M0.33%
49CUMMINS INCCMI11,920$3.9M0.32%
50NEXTERA ENERGY INC.NEE-PW44,315$3.7M0.31%
51SPDR S&P 500 GROWTH ETF78464A40943,754$3.6M0.30%
52HERSHEY FOODS COHSY18,855$3.6M0.30%
53ABBOTT LABABLZF30,491$3.5M0.29%
54EOG RESOURCESEOG27,769$3.4M0.28%
55D.R. HORTON INCORPORATED23331A10917,815$3.4M0.28%
56ISHARES EDGE MSCI USA QUALITY F46432F33918,827$3.4M0.28%
57BLACKROCK INC.BLK3,530$3.4M0.28%
58THERMO FISHER SCIENTIFIC INCTMO5,416$3.4M0.28%
59COMCAST CORPORATIONCCZ79,929$3.3M0.28%
60AMPHENOL CORP03209510150,792$3.3M0.27%
61PAYCHEX INCPAYX23,976$3.2M0.27%
62ZOETIS INC.ZTS15,447$3.0M0.25%
63SCHWAB CORPSCHW-PJ43,338$2.8M0.23%
64VG TOTL STK VPRS9229087699,615$2.7M0.22%
65DOVER CORPORATIONDOV14,077$2.7M0.22%
66SHERWIN WILLIAMS CO.SHW6,727$2.6M0.21%
67Vanguard Shrt-Term Infl-Prot Se92202080548,340$2.4M0.20%
68HUNT J B TRANS SVCS INC44565810713,769$2.4M0.20%
69MCDONALDSMCD7,768$2.4M0.20%
70CANADIAN NATURAL RESOURCES LTD13638510170,599$2.3M0.19%
71SPDR S&P 500SPY4,054$2.3M0.19%
72ELI LILLY & COLLY2,603$2.3M0.19%
73GILEAD SCIENCES INC.GILD27,059$2.3M0.19%
74BROADRIDGE FINANCIAL SOLUTIONS,11133T10310,386$2.2M0.18%
75CHUBB LTDCB7,669$2.2M0.18%
76VANGUARD TOTAL BOND MARKET ETF92193783529,304$2.2M0.18%
77ROPER INDUSTRIES INC.ROP3,936$2.2M0.18%
78DOLLAR GENERAL CORPORATION25667710521,306$1.8M0.15%
79LINDE PLCLIN3,618$1.7M0.14%
80ARISTA NETWORKSANET4,382$1.7M0.14%
81NOVO-NORDISK A/S ADRNONOF12,725$1.5M0.13%
82ALPHABET, INC. CLASS CGOOG8,703$1.5M0.12%
83ISHARES CORE S&P 500 ETF4642872002,473$1.4M0.12%
84BERKSHIRE HATHAWAY INC CLASS BBRK-A3,066$1.4M0.12%
85DANAHER CORP2358511025,069$1.4M0.12%
86ABBVIE INCABBV6,691$1.3M0.11%
87S&P GLOBAL INC.SPGI2,518$1.3M0.11%
88VANGUARD GROWTH ETF9229087363,361$1.3M0.11%
89AMERICAN EXPRESS COAXP4,732$1.3M0.11%
90COCA-COLAKO17,573$1.3M0.10%
91ISHARES MORNINGSTAR U.S. EQUITY46428712715,798$1.3M0.10%
92INVESCO QQQ TRUSTIVZ2,555$1.2M0.10%
93Ferrari N.V.RACE2,554$1.2M0.10%
94ISHARES S&P MIDCAP 400 VALUE IN4642877059,333$1.2M0.10%
95VANGUARD VALUE ETF9229087446,456$1.1M0.09%
96INTUIT INCINTU1,814$1.1M0.09%
97PROGRESSIVE CORP.7433151034,304$1.1M0.09%
98ADOBE SYS INCADBE2,042$1.1M0.09%
99ASML HOLDING NVASMLF1,238$1.0M0.09%
100UNITED RENTALS INCURI1,207$977,3440.08%
101Invesco S&P MidCap Momentum ETFIVZ7,835$942,7910.08%
102LOCKHEED MARTIN CORPORATIONLMT1,553$907,8220.07%
103WALMART INC.WMT11,085$895,1140.07%
104VANGUARD SMALL CAP GROWTH ETF9229085953,237$865,5170.07%
105AMERICAN TOWER CORP A03027X1003,606$838,6110.07%
106GENERAL DYNAMICS CORP.GD2,766$835,8850.07%
107TRUIST FINANCIAL CORP.89832Q10918,951$810,5340.07%
108NORTHROP GRUMMAN CORP.NOC1,534$810,0590.07%
109LULULEMON ATHLETICA INCLULU2,894$785,2870.06%
110THE TRADE DESK INC.88339J1056,950$762,0680.06%
111AppLovin Corp Cl AAPP5,820$759,8010.06%
112IDEXX LABORATORIES INC45168D1041,499$757,3250.06%
113CHIPOTLE MEXICAN GRILLCMG13,116$755,7440.06%
114ServiceNow IncNOW832$744,1320.06%
115BROADCOM INC.AVGO4,240$731,4000.06%
116FTAI AVIATION LTDFTAIN5,467$726,5640.06%
117CORPAY INCCPAY2,299$719,0350.06%
118Vanguard S&P 500 Growth ETF9219325052,061$711,7870.06%
119BUILDERS FIRSTSOURCE INCBLDR3,626$702,9360.06%
120RESMED INCRSMDF2,828$690,3710.06%
121MONSTER BEVERAGE CORPORATIONMNST13,159$686,5050.06%
122VERTEX PHARM INCVRTX1,463$680,4120.06%
123UNION PACIFIC CORPUNP2,693$663,7710.05%
124iShares ESG Aware MSCI USA Smal46435U66315,283$639,1300.05%
125HASBRO INCHAS8,770$634,2460.05%
126REGENERON PHARMACEUTICALS INC.REGN571$600,2580.05%
127COPART INC.CPRT11,403$597,5170.05%
128Vertiv Hldg Co Class AVRT5,948$591,7670.05%
129SPOTIFY TECHNOLOGY SASPOT1,551$571,5900.05%
130ALLEGHENY TECHATI8,147$545,1160.04%
131NUTANIX INC.NTNX9,154$542,3750.04%
132KIMBERLY-CLARK CORPORATIONKMB3,771$536,5380.04%
133GUIDEWIRE SOFTWARE INCGWRE2,898$530,1600.04%
134SPDR PORTFOLIO SMALL CAP ETF78468R85311,614$528,5400.04%
135ISHARES CORE MSCI EMERGING MARK46434G1039,055$519,8480.04%
136EXXON MOBIL CORPXOM4,240$497,0130.04%
137EA BRIDGEWAY BLUE CHIP ETF02072L71438,868$494,0130.04%
138OKTA INC. CL AOKTA6,554$487,2240.04%
139SPDR PORTFOLIO DEVELOPED WORLD78463X88912,617$473,8840.04%
140Mastec IncMTZ3,646$448,8230.04%
141Goldman Sachs ActiveBeta US LgCNVGLF3,936$444,5800.04%
142CHEVRON CORPCVX2,934$432,0900.04%
143iShares iBonds Dec 2025 Term Co46434VBD116,660$418,1660.03%
144AFLAC INCAFL3,724$416,3430.03%
145QUANTA SERVICES INC.74762E1021,384$412,6400.03%
146Eagle Materials Inc26969P1081,428$410,7640.03%
147XPO LOGISTICS INC.XPO3,813$409,9360.03%
148Monolithic Power Systems609839105436$403,0820.03%
149STOCK YARDS BANCORP INC.8610251046,355$393,9460.03%
150CANADIAN PACIFIC KANSAS CITY LTCP4,527$387,2400.03%
151BORGWARNER INC.BWA10,654$386,6340.03%
152ELEVANCE HEALTH INCELV743$386,3600.03%
153DECKERS OUTDOOR CORPORATIONDECK2,400$382,6800.03%
154Natera Inc ComNTRA3,003$381,2310.03%
155APPLIED MATLS INC0382221051,885$380,8640.03%
156Steris PLCSTE1,563$379,0900.03%
157BANK OF AMERICA0605051049,534$378,3090.03%
158ISHARES BARCLAYS TIPS BOND4642871763,411$376,8640.03%
159Avantor IncAVTR14,540$376,1500.03%
160HCA HOLDINGS INC.HCA916$372,2900.03%
161LOWES COS INC5486611071,364$369,4390.03%
162ISHARES RUSSELL 1000 VALUE INDE4642875981,940$368,2120.03%
163Beacon Roofing Supply Inc0736851094,244$366,8090.03%
164VANGUARD LARGE CAP ETF9229086371,392$366,5000.03%
165ISHARES S&P GROWTH INDEX FD4642873093,805$364,3640.03%
166VANGUARD MID CAP VALUE ETF9229085122,159$362,0690.03%
167CARPENTER TECHNOLOGY CORPORATIOCRS2,233$356,3420.03%
168AUTOMATIC DATA PROCADP1,278$353,6610.03%
169MERCK & CO, INC. NEWMRK3,035$344,6550.03%
170Icon PLC ADRICLR1,190$341,8990.03%
171PARKER-HANNIFIN CORPPH531$335,4960.03%
172MRC Global55345K10326,197$333,7500.03%
173CATERPILLAR INCCAT844$330,1050.03%
174Arch Capital Group LtdG0450A1052,925$327,2490.03%
175NETFLIX INC.NFLX456$323,4270.03%
176ASTRAZENECA PLC ADRAZN4,102$319,5870.03%
177AON PLC CLASS AAON916$316,9270.03%
178INSPIRE MEDICAL SYSTEMS INC.4577301091,487$313,8310.03%
179Alnylam Pharmaceuticals IncALNY1,123$308,8590.03%
180CISCO SYS INCCSCO5,684$302,5020.02%
181CENCORA INCCOR1,339$301,3820.02%
182First Bancorp31867270614,181$300,2120.02%
183Regal Rexnord CorporationRRX1,797$298,0860.02%
184AMERIPRISE FINANCIAL03076C106630$295,9800.02%
185QUALCOMM INCQCOM1,730$294,1870.02%
186SEA LTD. ADRSE3,120$294,1540.02%
187WINTRUST FINL CORP97650W1082,705$293,5740.02%
1883M COMPANYMMM2,139$292,4010.02%
189Epam Sys IncEPAM1,469$292,3750.02%
190Summit Materials Inc86614U1007,390$288,4320.02%
191Caesars Entertainment Inc12769G1006,904$288,1730.02%
192GRANITE CONSTRUCTION INCGVA3,558$282,0780.02%
193GOLDMAN SACHS GRPGSCE565$279,7370.02%
194MATADOR RESOURCES COMTDR5,630$278,2350.02%
195ADVANCED MICRO DEVICES INCAMD1,694$277,9520.02%
196MCKESSON CORPMCK562$277,8640.02%
197JABIL CIRCUIT INCJBL2,301$275,7290.02%
198EQUIFAX INCEFX925$271,8210.02%
199SCHWAB US MID-CAP ETF8085245083,264$271,2060.02%
200TESLA MOTORS INC.TSLA1,036$271,0490.02%
201Dropbox IncDBX10,650$270,8300.02%
202Apollo Global Management Inc Cl03769M1062,166$270,5550.02%
203Modine Manufacturing Co6078281002,015$267,5720.02%
204WASTE CONNECTIONS INCWCN1,492$266,7990.02%
205MARKEL CP HLDG COMKL169$265,0900.02%
206TRANE TECHNOLOGIES PLC CLASS ATT680$264,3360.02%
207MERCADOLIBRE INC.MELI128$262,6510.02%
208PERMIAN RESOURCES CORP CL APR19,102$259,9780.02%
209MATTEL INCMAT13,568$258,4700.02%
210KBR INC.KBR3,940$256,6120.02%
211POOL CORPORATIONPOOL674$253,9630.02%
212ISHARES TR IBONDS 25 TRM TS46436E86610,757$251,9290.02%
213ISHARES CORE MSCI EAFE ETF46432F8423,225$251,6830.02%
214BECTON DICKINSON & COBDX1,043$251,4670.02%
215iShares iBonds Dec 2024 Term Co46434VBG49,952$250,8900.02%
216THE COOPER COMPANIES INC2166485012,273$250,8030.02%
217iShares iBonds Dec 2024 Term Tr46436E87410,436$250,4640.02%
218DOXIMITY INC CL ADOCS5,660$246,6060.02%
219FORTINET INC.FTNT3,176$246,2990.02%
220Independence Realty Trust Inc45378A10611,904$244,0320.02%
221PNC BANK6934751051,320$244,0020.02%
222COHERENT CORPCOHR2,737$243,3470.02%
223TRANSUNIONTRU2,312$242,0660.02%
224SMARTSHEET INC CLASS A83200N1034,360$241,3700.02%
225DICKS SPORTING GOODS INC.2533931021,149$239,7960.02%
226ICICI BANK ADRIBN7,920$236,4120.02%
227PERKINELMER INCRVTY1,850$236,3380.02%
228STAG Industrial Inc.85254J1026,023$235,4390.02%
229FLEXTRONICS INTLFLEX6,970$233,0070.02%
230NU HOLDINGS LTD USD0.0000066666NU16,923$230,9990.02%
231MORGAN STANLEYMS-PQ2,206$229,9530.02%
232VANGUARD SMALL CAP VALUE ETF9229086111,140$228,8310.02%
233EXACT SCIENCES CORP30063P1053,359$228,8150.02%
234MARATHON PETROLEUM CORPMARA1,397$227,5850.02%
235COUPANG INC. CL ACPNG9,232$226,6460.02%
236TWILIO INC. CLASS ATWLO3,440$224,3570.02%
237TREX ORD SHSTREX3,367$224,1750.02%
238ORACLE CORPORCL-PD1,310$223,2240.02%
239L3HARRIS TECHNOLOGIES INC.LHX922$219,3160.02%
240Planet Fitness Inc Cl APLNT2,689$218,4010.02%
241THE CARLYLE GROUP LPCGABL4,980$214,4390.02%
242PHILIP MORRIS INTERNATIONAL, IN7181721091,765$214,2710.02%
243Teleflex IncTFX858$212,2010.02%
244JONES LANG LASALLEJLL772$208,2930.02%
245Knight-Swift Transportation Hol4990491043,789$204,4170.02%
246ROYAL CARIBBEAN GROUPV7780T1031,152$204,3190.02%
247MONDAY COM LTD COM NPVMNDY734$203,8830.02%
248EXPEDITORS INTL OF WASHINGTON I3021301091,545$203,0130.02%
249KKR & CO. INC. CLASS AKKRT1,549$202,2680.02%
250Fair Isaac CorporationFICO104$202,1260.02%
251Integral Ad Science Holding Cor45828L10812,045$130,2060.01%
252Controladora Vuela Cia De Aviac21240E10519,056$120,6240.01%
253Indie Semiconductor Inc Cl AINDI28,976$115,6140.01%
254ZoomInfo Technologies IncGTM10,030$103,5100.01%
255Planet Labs PBCPL-WT18,678$41,6520.00%
256Leslies Poolmart52706410912,583$39,7620.00%